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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,846 | $106,247-50.3% | $96,515-45.2% | $139,466-62.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 12.27% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,864 | $4,106-30.3% | $3,740-23.4% | $4,754-39.8% |
| Participant deferral / active EE | $8,942 | $5,456+63.9% | $4,880+83.3% | $6,712+33.2% |
| Admin fee / account holder | $16,857 | $7,885+113.8% | $6,735+150.3% | $11,409+47.8% |